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My Apple Watch Estimates: 3 million shipments, 2.5 million salesAfter months of speculation, Apple finally released some vague numbers related to the Apple Watch. As a part of their fiscal Q3 2015 earnings release, Apple announced that revenue from "Other Products" including the Apple Watch, iPod, Apple TV and other acc...﻿

After months of speculation, Apple finally released some vague numbers related to the Apple Watch. As a part of their fiscal Q3 2015 earnings release, Apple announced that revenue from "Other Products" including the Apple Watch, iPod, Apple TV and other accessories totaled $2.64 billion during the quarter. This compares to roughly $1.69 billion in fiscal Q2 2015, before Apple Watch sales began. Combined with some comments from Tim Cook, this shou...

Asymmetric and platform-driven business models are among the most important topics in the mobile industry today but as I've pointed out before, they're also very poorly understood. Depending on how platforms subsidize, build network effects and monetize, they can be categorized into different buckets. But each platform category also tends to favor a different approach to gain critical mass and stave off competition. These complications make it ve...

A discussion about Google I/O and Apple WWDC 2015, and how some of the announcements will impact Asia as a whole. And a deep dive into the investment climate in Asia and how it differs from the US. Is the asset inflation problem in Asia worse than it is in the US?

Google's implementation of PageRank algorithm was a transformational moment for the desktop web. In the pre-PageRank era, scouring search directories for relevant websites and manually typing long URLs into a browser's address bar was common. Google's use of links as a "voting" system for discovering websites changed online discovery forever. The app interaction and discovery model prevalent today bears many similarities with the pre-PageRank era...

Now that the Apple Watch's launch is behind us, we may finally have the opportunity to study its (early) impact. The lack of data certainly poses a challenge as Apple has declined to reveal sales figures of its new wearable. However, there are public resources, notably Google Trends, that could give us some measure of insight about how this launch compared to those of the iPhone and iPad. While Google search volumes may not necessarily reflect re...

Analyse Asia Podcast: The Apple Watch Conundrum in AsiaIn this episode, we discuss the following topics: Apple Watch in Asia Who's buying it? Why is there no smartwatch market ? Understanding the luxury business from the perspective of Apple and LVMH. The problem with Apple competing with Tag Heuer in a luxur...﻿

In this episode, we discuss the following topics: Apple Watch in Asia. Who's buying it? Why is there no smartwatch market? Understanding the luxury business from the perspective of Apple and LVMH. The problem with Apple competing with Tag Heuer in a luxury watch market.

It has been roughly 3 months since the Apple Watch hit the market and, as we expected, we have received no hard sales figures from Apple. However, there have been multiple reports from third party analysts and analytics firms that give us some sparse data about its progress. Joining these disparate pieces of data may give us some insight into the current state of Apple Watch demand.

Introducing Platform HuntAsymmetric and platform-driven business models are among the most important topics in the mobile industry today but as I've pointed out before , they're also very poorly understood. Depending on how platforms subsidize, build network effects and monetize, t...﻿

Asymmetric and platform-driven business models are among the most important topics in the mobile industry today but as I've pointed out before, they're also very poorly understood. Depending on how platforms subsidize, build network effects and monetize, they can be categorized into different buckets. But each platform category also tends to favor a different approach to gain critical mass and stave off competition. These complications make it ve...

Facebook and Google: Mistaking Narratives for Business ModelsSource: VisionMobile Digital and mobile business models are a tricky beast. Many refer to them and analyze them, but few truly understand them. This is because successful business models in the digital era are markedly different from from the simple, direct...﻿

Digital and mobile business models are a tricky beast. Many refer to them and analyze them, but few truly understand them. This is because successful business models in the digital era are markedly different from from the simple, direct, "make and sell" models prevalent (for now) in most consumer industries. This is why some very smart people who have studied and worked with direct business models tend to falter in digital and on mobile.

Over the past couple of months, the tech world has become fascinated with live video broadcasts. Meerkat was the new live broadcast sensation until Twitter acquired and re-launched a competing app, Periscope. Since then, some tech observers have devoted themselves to tracking every detail of the competition between them. In my opinion, there are other facets here that may be far more interesting.